ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 332 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $625,000 | -27.9% | 12,401 | -27.8% | 0.05% | -34.2% |
| Q3 2021 | $867,000 | -8.9% | 17,169 | -8.9% | 0.08% | -10.6% |
| Q2 2021 | $952,000 | +2.8% | 18,851 | +2.8% | 0.08% | -7.6% |
| Q1 2021 | $926,000 | +13.1% | 18,335 | +13.2% | 0.09% | -4.2% |
| Q4 2020 | $819,000 | +222.4% | 16,203 | +222.3% | 0.10% | +182.4% |
| Q3 2020 | $254,000 | – | 5,028 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tempus Wealth Planning, LLC | 639,913 | $32,155,649 | 15.72% |
| Capital Advantage, Inc. | 830,770 | $41,646,499 | 8.86% |
| SIGNATUREFD, LLC | 5,243,559 | $263,488,829 | 7.19% |
| Winthrop Advisory Group LLC | 717,310 | $36,044,803 | 6.36% |
| Bell Investment Advisors, Inc | 532,337 | $26,749,939 | 6.26% |
| Clearwater Capital Advisors, LLC | 902,925 | $45,371,998 | 5.54% |
| Baystate Wealth Management LLC | 1,170,206 | $58,802,900 | 5.12% |
| SVB WEALTH LLC | 6,339,061 | $318,537,793 | 4.45% |
| First International Bank & Trust | 259,694 | $13,049,624 | 4.32% |
| Snider Financial Group | 159,482 | $8,013,955 | 4.27% |